NewSenior Tax Associate - Private Client Services Aprio Technologies, Inc.Senior Tax Associate - Private Client ServicesHouston, TX$82,000–$133,500 / yearAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Senior Associate, Client Accounting Services - Small Business (Sage Intacct) Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Small Business (Sage Intacct)Houston, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
NewClient Services Representative SwimLabs Sugar LandClient Services RepresentativeSugar Land, TXPart timeServes clients and visitors by greeting, welcoming, and directing them appropriately; helps keep appointments running on-time; maintains office operations by receiving and distributing communications; maintaining supplies and equipment; maintains facility appearance and cleanliness. Maintains supplies by checking stock to determine inventory levels; anticipating requirements; verifying receipt; stocking items; delivering supplies to work stations.
NewWork From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateHouston, TexasAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
NewClient Services Analyst III Western Alliance BancorpClient Services Analyst IIIHouston, TXRemote$83,000–$90,000 / yearIntermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
NewClient Services Representative Crestfield TalentClient Services RepresentativeHouston, Texas$44,000–$53,000 / yearClient Services • Customer Service • Account Support • CRM • Phone Support • Email Communication • Customer Relations • Problem Solving • Communication • Organization • Time Management. This role focuses on assisting clients, responding to service questions, maintaining accurate records, and coordinating follow-up with internal teams.
Private Client Services Sr. Account Executive Marsh & McLennan Companies IncPrivate Client Services Sr. Account ExecutiveHouston, TXCoordinate, Present and Attend Client Meetings including though not limited to: Schedule/Participate in Mid-year and Renewal Meetings, including coordinating materials used in meetings (with demonstrated meeting purpose (i.e., pre or post renewal meeting, claims/loss control meeting, gathering information, delivering policies, collecting payments ….etc.), with or without Producer as necessary. Maintain and exhibit a positive, professional attitude in the performance of your job, treat clients, prospects, and agency employees with courtesy and respect, ability to maintain composure at all times, conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services.
NewPrivate Client Services Account Executive Marsh McLennanPrivate Client Services Account ExecutiveHouston, TexasCoordinate, Present and Attend Client Meetings including though not limited to: Schedule/Participate in Mid-year and Renewal Meetings, including coordinating materials used in meetings (with demonstrated meeting purpose (i.e., pre or post renewal meeting, claims/loss control meeting, gathering information, delivering policies, collecting payments ….etc.), with or without Producer as necessary. Maintain and exhibit a positive, professional attitude in the performance of your job, treat clients, prospects, and agency employees with courtesy and respect, ability to maintain composure at all times, conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services.
Senior Accountant, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LPSenior Accountant, Client Accounting Services (CAS) - Not for ProfitHouston, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Associate, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services (CAS) - Not for ProfitHouston, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Private Client Services Sr. Account Executive Marsh McLennanPrivate Client Services Sr. Account ExecutiveHouston, TexasCoordinate, Present and Attend Client Meetings including though not limited to: Schedule/Participate in Mid-year and Renewal Meetings, including coordinating materials used in meetings (with demonstrated meeting purpose (i.e., pre or post renewal meeting, claims/loss control meeting, gathering information, delivering policies, collecting payments ….etc.), with or without Producer as necessary. Maintain and exhibit a positive, professional attitude in the performance of your job, treat clients, prospects, and agency employees with courtesy and respect, ability to maintain composure at all times, conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesHouston, TX$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Onboarding Manager, Client Accounting Services Baker Tilly Advisory Group, LPOnboarding Manager, Client Accounting ServicesHouston, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
NewClient Services Specialist Euronet WorldwideClient Services SpecialistSpring, TexasDolphin Debit, a full-service ATM management company and wholly owned subsidiary of Euronet Worldwide offers a complete suite of ATM management services, from routine maintenance and monitoring cash management and updates. You will work closely with both clients and our internal teams to identify and analyze problems, propose solutions, and coordinate the implementation of those solutions.
Personal Lines Client Service Manager HigginbothamPersonal Lines Client Service ManagerHouston, TexasThe Personal Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Notice to Recruiters and Staffing Agencies : To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham.
NewClient Services Coordinator Velocity Flex of Houston, LLCClient Services CoordinatorHouston, TX$65,000–$75,000 / yearYou support marketing and business development efforts by creating and executing email campaigns, developing proposals and pitch materials, and producing high-quality marketing collateral that enhances team visibility, strengthens client engagement, and contributes to winning new business. You prepare correspondence, documents, flyers, Requests for Proposals, LOIs, reports, account invoices, and high volumes of recurring materials (e-blasts, site plan updates, tour books, property flyers) with direction from brokers and/or knowledge of company policies and procedures.
Client Support Specialist (Legal Services) - Remote Alert CommunicationsClient Support Specialist (Legal Services) - RemoteHouston, TXRemoteFull timeFull-Time Remote Client Support Specialist (Legal Services)Job Type: Full-Time (Various Shifts) l Pay: $16/hr l Location: Remote (Texas Residents Only)About the RoleAt Alert Communications, we provide around-the-clock live answering and intake solutions tailored specifically for the legal sector. We are seeking Client Support Specialists to serve as the premier point of contact for individuals reaching out to our partner law firms.
Tax Senior, Private Client Services BDO USA PCTax Senior, Private Client ServicesHouston, TX$84,000–$110,000 / yearA Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Client Services Coordinator (Remote) Traveling with TashaClient Services Coordinator (Remote)Houston, TexasRemoteIn this role, you will act as a primary point of contact for clients, assisting with questions, coordinating travel arrangements, and providing ongoing support before, during, and after travel. This position is ideal for individuals who enjoy building relationships, communicating clearly, and helping others create meaningful travel experiences.
Client Services Representative (Houston, TX, US, 77061) FlightSafety InternationalClient Services Representative (Houston, TX, US, 77061)Houston, TXAny offer of employment is contingent upon successful completion of required compliance reviews, including verification that the candidate is not prohibited from employment under U.S. economic sanctions programs administered by the U.S. Department of the Treasury’s Office of Foreign Assets Control (OFAC). FlightSafety International is the world’s premier professional aviation training company and supplier of flight simulators, visual systems and displays to commercial, government and military organizations.